Position in TRI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$308,140
New position
Shares Held
3,773
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#279
of 412 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Exit Wealth Advisors, LLC. holds $308,140 across 1 Specialty Business Services name. TRI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRI |
Thomson Reuters Corp /Can/
This page
|
3,773 | $308,140 |
All Filings in TRI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,140 | 3,773 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||